Merging forms

Legal Enterprise data can be merged into forms, Laserform or Oyez. This can only be initiated from the Legal Enterprise desktop and not from within the forms applications themselves. You select the context to merge against (e.g. client, matter, etc.) and then select a template for merging. Forms created are automatically stored in Document Management in a logical folder structure.

Important: For Laserform/Oyez integration to work, configure Office Integration.

To merge a form:

1. Firstly, select the client or matter from which you want to merge data.

2. On the Documents menu, click Merge Form. The last used forms library opens.

3. From the View menu, select the forms library you are using — Laserforms Library or OyezForms Library. The list of available forms is displayed.

4. Select the desired form (i.e. merge template) and click OK. The document merge takes place, i.e. the appropriate pieces of data (as defined by the variables in the form) are 'pulled' from the selected record and inserted into the form. A progress bar indicates the status of the merge, after which you are prompted to some document details.

• You are prompted to enter the document details (e.g. a name, description, etc.). This information is not mandatory, but helps to identify the form in Document Management.

5. Enter the document details and click OK. The form is displayed with the relevant data and is automatically stored in Document Management.

Note: Each time a form is produced using a merge template, a new version is created in Document Management. However, historical copies are maintained.